Filed January 29, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,849 | $147,727-29.7% | $115,756-10.3% | $134,475-22.8% |
| Participation rate | 91.7% | 80.4%+11.2pp | 77.1%+14.6pp | 81.2%+10.4pp |
| Annual return | -16.59% | 73.96%-90.5pp | 143.14%-159.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,522 | $4,713-46.5% | $3,793-33.5% | $4,740-46.8% |
| Participant deferral / active EE | $7,027 | $7,563-7.1% | $6,254+12.4% | $6,400+9.8% |
| Admin fee / account holder | $32,455 | $14,571+122.7% | $8,124+299.5% | $11,426+184.0% |